Gw&K Investment Management, LLC Evercore Inc. Transaction History

Gw&K Investment Management, LLC

$11.7 Billion
Q3 2024

A detailed history of Gw&K Investment Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Gw&K Investment Management, LLC holds 56,563 shares of EVR stock, worth $16 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

56,563

Previous 44,174 28.05%

Holding current value

$16 Million

Previous $9.21 Million 55.64%

% of portfolio

0.12%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$211.0 - $258.67 $2.61 Million - $3.2 Million	12,389 Added 28.05%	56,563 $14.3 Million
Q2 2024 Aug 12, 2024	BUY	$181.5 - $208.43 $1.18 Million - $1.36 Million	6,504 Added 17.27%	44,174 $9.21 Million
Q1 2024 May 08, 2024	SELL	$163.68 - $196.33 $27,989 - $33,572	-171 Reduced 0.45%	37,670 $7.26 Million
Q4 2023 Feb 09, 2024	BUY	$126.39 - $173.41 $8,468 - $11,618	67 Added 0.18%	37,841 $6.47 Million
Q3 2023 Nov 09, 2023	SELL	$118.06 - $145.97 $13,813 - $17,078	-117 Reduced 0.31%	37,774 $5.21 Million
Q2 2023 Aug 09, 2023	BUY	$105.74 - $124.93 $7,084 - $8,370	67 Added 0.18%	37,891 $4.68 Million
Q1 2023 May 09, 2023	BUY	$110.54 - $136.17 $38,689 - $47,659	350 Added 0.93%	37,824 $4.36 Million
Q4 2022 Feb 10, 2023	BUY	$84.72 - $116.35 $423 - $581	5 Added 0.01%	37,474 $4.09 Million
Q3 2022 Nov 09, 2022	BUY	$80.28 - $105.25 $1.52 Million - $2 Million	18,964 Added 102.48%	37,469 $3.08 Million
Q2 2022 Aug 09, 2022	BUY	$93.36 - $115.14 $207,819 - $256,301	2,226 Added 13.67%	18,505 $1.73 Million
Q1 2022 May 09, 2022	BUY	$108.18 - $139.71 $1.43 Million - $1.85 Million	13,258 Added 438.86%	16,279 $1.81 Million
Q4 2021 Feb 11, 2022	SELL	$128.95 - $163.18 $2,836 - $3,589	-22 Reduced 0.72%	3,021 $410,000
Q3 2021 Nov 10, 2021	SELL	$125.41 - $143.61 $5,392 - $6,175	-43 Reduced 1.39%	3,043 $407,000
Q2 2021 Aug 10, 2021	SELL	$128.03 - $149.4 $10,498 - $12,250	-82 Reduced 2.59%	3,086 $434,000
Q1 2021 May 11, 2021	BUY	$106.57 - $142.41 $323,653 - $432,499	3,037 Added 2318.32%	3,168 $417,000
Q3 2019 Nov 05, 2019	BUY	$75.92 - $90.91 $9,945 - $11,909	131 New	131 $10,000

Others Institutions Holding EVR

# of Institutions

551

Shares Held

32.1M

Call Options Held

70.2K

Put Options Held

70.8K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.1B
Description
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...

More about EVR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gw&K Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gw&K Investment Management, LLC with notifications on news.

Account

Gw&K Investment Management, LLC Evercore Inc. Transaction History